Source Financial Advisors LLC Vanguard Extended Duration Tre Call Options Transaction History

Source Financial Advisors LLC

$337 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding EDV

# of Institutions

197

Shares Held

15.7M

Call Options Held

416K

Put Options Held

422K

Envestnet Asset Management Inc

1.03M
Shares

$70.1 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.01M
Shares

$68.3 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

902K
Shares

$61.1 Million
0.02% of portfolio
River Front Investment Group, LLC Richmond, VA

891K
Shares

$60.3 Million
1.71% of portfolio
Mirae Asset Global Investments Co., Ltd.

876K
Shares

$59.3 Million
0.31% of portfolio

About VANGUARD EXTENDED DURATION TRE

Ticker EDV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Source Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Source Financial Advisors LLC with notifications on news.